2017 Agenda

It’s a great time to be in finance! CEOs are looking to finance to provide strategic leadership in planning and managing business performance. And business leaders are turning to finance for guidance and insight. FP&A professionals have an unprecedented opportunity to make a big and strategic impact in their organizations, while doing more collaborative and meaningful work. With the right technology, you can shift from static planning to active planning, leaving behind traditional FP&A tools and tactics that force you to endlessly compromise just to get your work done.

Friday, June 2

7:00am – 5:00pm

Registration

7:00am – 8:00am

Breakfast

8:00am – 5:00pm

Training Courses

10:00am – 10:30am

Break

12:00pm – 1:00pm

Lunch

3:00pm – 3:30pm

Break

The first step on the journey to active planning:

Are you working on your Adaptive Insights implementation? Explore the sessions in the “Modernized Planning” track to find out how you can increase the sophistication of your model, expand participation in the process, automate your financial statements, and further enrich your reporting. These sessions will also highlight new and upcoming product functionality that can help you get more out of your investment.

Coming Soon: A Sneak Peek at the Adaptive Suite 2017.3 (TT23)

It’s already been a year of huge advances in Adaptive Insights products, and we’re not done yet! Take a deeper look at the features targeted for release later this year, presented by the Product Management and Engineering teams who are building them. We’ll peel back the curtain on powerful modeling capabilities like model-specific time, richer security around users and dimensions, and more. Come weigh in on the next major release of Adaptive Insights’ easy, powerful, and fast suite of solutions.

One of the most powerful things about the Adaptive Suite is that there are often many different ways to model aspects of your business, each with its own costs and benefits. Today, we’ve assembled a panel of black-belt Adaptive Insights experts to put their vast knowledge to work on your modeling and configuration questions! In this highly interactive session, some of our most tenured implementers and architects will offer their best practices towards helping you get the most out of your Adaptive Suite implementation, in what traditionally turns out to be a lively, rich, and in-depth session.

By incorporating cross-functional data into your financial models, you can greatly enhance your planning processes. Join us to learn to accelerate month-end and period reporting, reduce risk, and deliver more near-real-time visibility for your business by automating the process of importing and integrating actuals from your GL and source systems.

It’s About Time: The New Calendar Management Capability in the Adaptive Suite (TM03)

The Adaptive Suite uses time to define the start and end of a version , set the columns visible in standard sheets, create report elements, restrict import ranges, establish integration parameters, and much more. In this session, we’ll look at a new capability in the Adaptive Suite’s spring 2017 release: a configurable custom calendar with the flexibility to accommodate your specific business processes. Join us to learn the basics of calendar management, common use cases, and how to avoid common pitfalls.

In this session, you’ll learn how to leverage the reporting and visualization capabilities within Adaptive Planning and Adaptive Discovery. We’ll show you how to optimize the delivery of actionable information to multiple audiences, such as your board, managers, and executives, and enable data driven decision-making.

Implementing Multidimensional Planning and Analysis (TM14)

Give your budget more detail and flexibility by introducing multidimensional modeling. In this session, you’ll learn how to use dimensions for planning and reporting by additional segments such as products or customers, as well as how to use attributes to group and identify your data elements in useful ways. Explore best practices for implementing and leveraging multidimensional models throughout the Adaptive Suite.

Getting Ready for Your Next Budget Cycle (Part 1 of 2) (TM16)

Learn how to prepare your Adaptive Insights model for an upcoming budget or forecast cycle. Review your users, update your structure and training materials, and see how the Process Tracker can help streamline the process for your budget owners.

Getting Ready for Your Adaptive Suite Implementation (TM22)

(Rookie Session) Your Adaptive Suite model should reflect your organization from a planning perspective while leveraging the Adaptive Suite power to slice and dice data and provide intuitive insights into your business. Join us to hear best practices for preparing for your Adaptive Insights implementation. You’ll learn how to translate your organizational structure, charts of accounts, and reporting requirements into an Adaptive Suite configuration that will support your planning and reporting needs—now and in the future.

Demo of Adaptive Suite Software/Subscription Models (TT21)

Join us for a demo of the Adaptive Suite software/subscription best practice models. We’ll show you how software and other subscription businesses can leverage these pre-built template models to forecast new bookings, rep capacity, pipeline, and renewals. The session will also cover software KPI reporting and benchmarking, including how to set up management dashboards to run quarterly business reviews and automate board pack production.

Consolidating with Adaptive Insights (TT25)

In addition to our industry-leading planning solution, Adaptive Insights also offers a powerful product for financial consolidation: Adaptive Consolidation. In this session, Adaptive Consolidation product manager Gary Kantz will offer an overview of the powerful features in Adaptive Consolidation as well as a preview of future features. You’ll learn how to accelerate your monthly close process with rule-based inter-company eliminations, simple journal entry management, partial ownership consolidation, and more. You’ll also see how you can combine Adaptive Consolidation with Adaptive Planning to view and report on your consolidated budget—as well as actuals—with just one click!

Advanced Formulas: The New World (TT11)

Recent enhancements to Adaptive Insights’ formula language provide new levels of power and flexibility. This session will dive deep into the new “this.object” terms, the new approach to time references, and the new SWITCH function. We’ll also discuss best practices for writing effective, self-documenting formulas that allow you to plan and adapt without compromise. A basic knowledge of Adaptive Insights formulas is a prerequisite for this session, as it will get detailed and technical.

Advanced Performance: Tuning Your Adaptive Planning Instance (TT09)

Adaptive Planning offers many ways to build a model or sheet to achieve a particular goal. How can you tell which approach is best? Come hear one of our performance experts discuss what’s going on behind the scenes in Adaptive Planning. You’ll learn how to better tune your model and tailor it to your business processes so you can increase speed and responsiveness. We’ll bust myths around large models and learn how to track system usage, build reports faster, and more. Get ready to dive deep into the application!

Advanced Web Reporting: The Hidden Power (TT10)

Once you’ve got the basics of Adaptive Planning down, there’s an even deeper level of powerful features lying just below the surface of the deceptively simple report builders. Learn about the new custom display expression feature and new formatting modes, as well as best practices for building reports faster, adding selectable parameters, building in-report calculations, and using conditional formatting to build scorecard-like columns. We’ll cover report annotations, report snapshots, and more!

Learn how to extend your existing Adaptive Insights planning model to build balance sheet, cash flow and forecast reports. During this session, we’ll show you how linking your models with these three key statements can help you simulate the impact of business decisions on key financial metrics, ratios, and cash position, as well as streamline reporting to investors and stakeholders.

Do you have an idea for a major new feature for Adaptive Insights products? Maybe just a minor enhancement request? This session gives you direct access to the product managers and development team shepherding all of the modeling and implementer-focused areas of our suite: planning modeling and sheet design, user administration, and integration. We’ll present a brief overview of our future plans in these areas and then ask for your feedback: what do you like most about our current features? What would you like improved? Take this opportunity to help shape the future!

Future Features & Feedback: Reporting, Analytics, and Workflow (RP02)

Do you have an idea for a major new feature for Adaptive Insights products? Maybe just a minor enhancement request? This session gives you direct access to the product managers and development team shepherding all of the modeling and implementer-focused areas of our suite: planning modeling and sheet design, user administration, and integration. We’ll present a brief overview of our future plans in these areas and then ask for your feedback: what do you like most about our current features? What would you like improved? Take this opportunity to help shape the future!

The second step on the journey to active planning:

Looking to incorporate operational and non financial metrics and drivers into your planning model, and transition to a more continuous forecasting and reporting cadence? If so, the sessions in the “Optimized Planning” track are for you. You’ll hear your peers describe how they’re deploying best practices for personnel planning, revenue planning, rolling forecasts, and more to make their processes more collaborative, comprehensive, and continuous.

One of the most powerful things about the Adaptive Suite is that there are often many different ways to model aspects of your business, each with its own costs and benefits. Today, we’ve assembled a panel of black-belt Adaptive Insights experts to put their vast knowledge to work on your modeling and configuration questions! In this highly interactive session, some of our most tenured implementers and architects will offer their best practices towards helping you get the most out of your Adaptive Suite implementation, in what traditionally turns out to be a lively, rich, and in-depth session.

Expand Planning Beyond Finance (TO15)

This session will introduce ways to encourage collaboration across your organization by extending your Adaptive Insights implementation to include functional planning for HR, production, utilization, and revenue. Learn how you can expand functionality, drive adoption, and better manage your business.

Getting Ready for Your Next Budget Cycle: Taking It a Step Further (Part 2 of 2) (TO17)

In this session, you’ll learn how to prepare for a new budget cycle by updating the data and assumptions in your Adaptive Insights model. You’ll also learn best practices for organizing your model to streamline updates and enable cross-functional collaboration.

So You Inherited an Adaptive Suite Model (TO18)

Welcome to Adaptive Insights! If you’ve inherited an existing Adaptive Suite model and are wondering where to start, this session is for you. We’ll cover the structural elements of an Adaptive Suite model and how they shape users’ access to data and reports. We’ll also explore the impact of changes and the tools in the application that facilitate model exploration.

Harnessing Business Drivers and Rolling Forecasts for Better Business Insights (TO07)

Join this session to learn how customers are using driver-based forecasts to improve the accuracy of their plans and deliver more relevant insights to their business stakeholders. You’ll get a comprehensive overview of how to use formulas and custom accounts to create robust, driver-based planning models in Adaptive Insights.

Coming Soon: A Sneak Peek at the Adaptive Suite 2017.3 (TT23)

It’s already been a year of huge advances in Adaptive Insights products, and we’re not done yet! Take a deeper look at the features targeted for release later this year, presented by the Product Management and Engineering teams who are building them. We’ll peel back the curtain on powerful modeling capabilities like model-specific time, richer security around users and dimensions, and more. Come weigh in on the next major release of Adaptive Insights’ easy, powerful, and fast suite of solutions.

Demo of Adaptive Suite Software/Subscription Models (TT21)

Join us for a demo of the Adaptive Suite software/subscription best practice models. We’ll show you how software and other subscription businesses can leverage these pre-built template models to forecast new bookings, rep capacity, pipeline, and renewals. The session will also cover software KPI reporting and benchmarking, including how to set up management dashboards to run quarterly business reviews and automate board pack production.

Consolidating with Adaptive Insights (TT25)

In addition to our industry-leading planning solution, Adaptive Insights also offers a powerful product for financial consolidation: Adaptive Consolidation. In this session, Adaptive Consolidation product manager Gary Kantz will offer an overview of the powerful features in Adaptive Consolidation as well as a preview of future features. You’ll learn how to accelerate your monthly close process with rule-based inter-company eliminations, simple journal entry management, partial ownership consolidation, and more. You’ll also see how you can combine Adaptive Consolidation with Adaptive Planning to view and report on your consolidated budget—as well as actuals—with just one click!

Advanced Performance: Tuning Your Adaptive Planning Instance (TT09)

Adaptive Planning offers many ways to build a model or sheet to achieve a particular goal. How can you tell which approach is best? Come hear one of our performance experts discuss what’s going on behind the scenes in Adaptive Planning. You’ll learn how to better tune your model and tailor it to your business processes so you can increase speed and responsiveness. We’ll bust myths around large models and learn how to track system usage, build reports faster, and more. Get ready to dive deep into the application!

Advanced Web Reporting: The Hidden Power (TT10)

Once you’ve got the basics of Adaptive Planning down, there’s an even deeper level of powerful features lying just below the surface of the deceptively simple report builders. Learn about the new custom display expression feature and new formatting modes, as well as best practices for building reports faster, adding selectable parameters, building in-report calculations, and using conditional formatting to build scorecard-like columns. We’ll cover report annotations, report snapshots, and more!

Building Driver-Based Revenue Models: Benefits and Best Practices (TO08)

Given increased business volatility and management focus on sustainable growth, accurate revenue prediction is becoming increasingly critical for organizations. In this session, we’ll explore how customers are building revenue models in Adaptive Insights and deploying key best practices. We’ll also discuss the business benefits they’ve realized from robust driver-based revenue planning.

Future Features & Feedback: Reporting, Analytics, and Workflow (RP02)

Do you have an idea for a major new feature for Adaptive Insights products? Maybe just a minor enhancement request? This session gives you direct access to the product managers and development team shepherding all of the modeling and implementer-focused areas of our suite: planning modeling and sheet design, user administration, and integration. We’ll present a brief overview of our future plans in these areas and then ask for your feedback: what do you like most about our current features? What would you like improved? Take this opportunity to help shape the future!

Advanced Formulas: The New World (TT11)

Recent enhancements to Adaptive Insights’ formula language provide new levels of power and flexibility. This session will dive deep into the new “this.object” terms, the new approach to time references, and the new SWITCH function. We’ll also discuss best practices for writing effective, self-documenting formulas that allow you to plan and adapt without compromise. A basic knowledge of Adaptive Insights formulas is a prerequisite for this session, as it will get detailed and technical.

The third step on the journey to active planning:

Join the sessions in the “Active Planning” track to hear from customers who have elevated the FP&A function into a decision support partner to the business. Learn how integrated business planning, deep collaboration between finance and business, rapid what-if scenario analysis, and dashboards are accelerating the delivery of insights to the business and driving organization-wide performance improvements.

Dashboarding in the Adaptive Suite: The New Discovery User Interface (TA12)

Join us for a deep-dive session into dashboarding capabilities within the Adaptive Suite, with a particular focus on the new Adaptive Discovery user interface. We’ll explore features that allow you to rapidly incorporate planning data and KPIs into intuitive dashboards and deliver visual insights to management and business stakeholders.

Get Deeper Visibility Into Your Profits With Adaptive Insights Dimensions and Attributes (TA19)

Many organizations struggle with how to provide deeper visibility into margins by customer, product, region, or other factors. Join this session to learn how best-in-class companies use dimensions and attributes in Adaptive Insights to get more visibility into gross margins and profitability.

In this session, we’ll take a deep dive into best-practice models and processes for active planning in SaaS or other subscription businesses. We’ll look at real models for topline forecasting and how they can work together to create accurate short- and long-term forecasts. We’ll also examine best-practice models for sales and revenue planning. Finally, we’ll show how SaaS companies can easily manage their financial and operating KPIs while giving the management team visibility into them.

Discover the many ways you can plan personnel-related expenses. You’ll learn best practices for workforce planning and how to model your specific requirements in the Adaptive Suite. We’ll also explore how you can evolve your personnel planning processes and maintain and update personnel models.

In this interactive panel discussion, you’ll learn how other healthcare providers use the Adaptive Suite to increase cross-functional engagement while gaining greater visibility into costs and margins. Hear other Adaptive Insights customers describe how they’ve put timely information and analytics in the hands of their non-financial colleagues to involve them in the planning process. This is a great opportunity to network with your peers and get insights into how they’ve adopted an active planning process.

Coming Soon: A Sneak Peek at the Adaptive Suite 2017.3 (TT23)

It’s already been a year of huge advances in Adaptive Insights products, and we’re not done yet! Take a deeper look at the features targeted for release later this year, presented by the Product Management and Engineering teams who are building them. We’ll peel back the curtain on powerful modeling capabilities like model-specific time, richer security around users and dimensions, and more. Come weigh in on the next major release of Adaptive Insights’ easy, powerful, and fast suite of solutions.

Hear a panel of manufacturers describe how they’ve adopted an active planning process that goes beyond basic budgeting. They’ll explain how they integrate data from financial and operational systems to create capital expenditure and operational expenditure budgets, demand and inventory plans, labor and expense budgets, and sales forecasts. This is a great opportunity to network with your peers, ask questions, and gain insights into best practices.

In this session, we’ll discuss how pharmaceutical and biotech companies use an active planning process to gain the visibility and insight they need to manage cash from R&D through successful product introduction. This is a great opportunity to network with your peers and gain insights into how they’ve adopted an active planning process. You’ll also have the opportunity to ask questions and learn about best practices.

In this interactive panel discussion, learn how nonprofits effectively align demand for their services with funding, while achieving clear visibility into their expenses. This is a great opportunity to network with your peers and gain insights into how they’ve adopted an active planning process. You’ll also have the opportunity to ask questions and learn about best practices.

One of the most powerful things about the Adaptive Suite is that there are often many different ways to model aspects of your business, each with its own costs and benefits. Today, we’ve assembled a panel of black-belt Adaptive Insights experts to put their vast knowledge to work on your modeling and configuration questions! In this highly interactive session, some of our most tenured implementers and architects will offer their best practices towards helping you get the most out of your Adaptive Suite implementation, in what traditionally turns out to be a lively, rich, and in-depth session.

Visualizing KPIs With Adaptive Discovery (TA04)

Learn how visualizing financial and operational KPIs can help you focus executives and business stakeholders on the right KPIs and metrics that drive revenue, costs, and profitability. We’ll also explore how customers use Adaptive Discovery to drive engagement and foster faster decision-making.

The future’s uncertain, and forecasts can be inaccurate. In this session, we’ll explore how a scenario-based approach to planning allows you to test alternative scenarios and determine which ones will help you achieve specific financial and operational targets. You’ll learn how other customers use Adaptive Insights to be more proactive, anticipate changes earlier, and make course corrections more rapidly and efficiently.

Join us for an exciting panel discussion on the value of active planning . Our panelists will share how they’re evolving their planning function to be more collaborative, comprehensive, and continuous. You’ll learn how these customers are using Adaptive Insights to drive performance management across the entire enterprise

In this session, Byron Deeter, investor at Bessemer Venture Partners and co-author of the 10 Laws of Cloud Computing, the BVP Cloud Index, and the State of the Cloud Report, will share his perspective on the state of the cloud computing industry. He’ll also discuss the key rules of thumb for growth, burn, and customer acquisition costs (CAC) that all SaaS companies should be using to benchmark their performance.

Software and Technology Industry Roundtable Discussion (TA24)

Join your industry peers for a roundtable discussion of best practices for FP&A processes and systems, moderated by Adaptive Insights’ own FP&A team. In this open forum, we’ll cover topics such as sales capacity modeling, pipeline forecasting, renewals waterfalls, KPI dashboarding, and data integration.

Demo of Adaptive Suite Software/Subscription Models (TT21)

Join us for a demo of the Adaptive Suite software/subscription best practice models. We’ll show you how software and other subscription businesses can leverage these pre-built template models to forecast new bookings, rep capacity, pipeline, and renewals. The session will also cover software KPI reporting and benchmarking, including how to set up management dashboards to run quarterly business reviews and automate board pack production.

Consolidating with Adaptive Insights (TT25)

In addition to our industry-leading planning solution, Adaptive Insights also offers a powerful product for financial consolidation: Adaptive Consolidation. In this session, Adaptive Consolidation product manager Gary Kantz will offer an overview of the powerful features in Adaptive Consolidation as well as a preview of future features. You’ll learn how to accelerate your monthly close process with rule-based inter-company eliminations, simple journal entry management, partial ownership consolidation, and more. You’ll also see how you can combine Adaptive Consolidation with Adaptive Planning to view and report on your consolidated budget—as well as actuals—with just one click!

How’s Your Company Doing? Introduction to KPIs and Benchmarking (TA26)

Join us for a discussion of the role of KPIs and benchmarks in your active planning and performance management processes.
We’ll discuss key KPIs and metrics that are important across all industries as well as industry-specific benchmarks.
We’ll also examine how critical metrics, operational ratios, and key benchmarks change as a company advances through different
stages of growth. Finally, we’ll explore how benchmarking helps companies stay on track and gives investors the metrics they need.

Advanced Performance: Tuning Your Adaptive Planning Instance (TT09)

Adaptive Planning offers many ways to build a model or sheet to achieve a particular goal. How can you tell which approach is best? Come hear one of our performance experts discuss what’s going on behind the scenes in Adaptive Planning. You’ll learn how to better tune your model and tailor it to your business processes so you can increase speed and responsiveness. We’ll bust myths around large models and learn how to track system usage, build reports faster, and more. Get ready to dive deep into the application!

Advanced Web Reporting: The Hidden Power (TT10)

Once you’ve got the basics of Adaptive Planning down, there’s an even deeper level of powerful features lying just below the surface of the deceptively simple report builders. Learn about the new custom display expression feature and new formatting modes, as well as best practices for building reports faster, adding selectable parameters, building in-report calculations, and using conditional formatting to build scorecard-like columns. We’ll cover report annotations, report snapshots, and more!

Future Features & Feedback: Reporting, Analytics, and Workflow (RP02)

Do you have an idea for a major new feature for Adaptive Insights products? Maybe just a minor enhancement request? This session gives you direct access to the product managers and development team shepherding all of the modeling and implementer-focused areas of our suite: planning modeling and sheet design, user administration, and integration. We’ll present a brief overview of our future plans in these areas and then ask for your feedback: what do you like most about our current features? What would you like improved? Take this opportunity to help shape the future!

Advanced Formulas: The New World (TT11)

Recent enhancements to Adaptive Insights’ formula language provide new levels of power and flexibility. This session will dive deep into the new “this.object” terms, the new approach to time references, and the new SWITCH function. We’ll also discuss best practices for writing effective, self-documenting formulas that allow you to plan and adapt without compromise. A basic knowledge of Adaptive Insights formulas is a prerequisite for this session, as it will get detailed and technical.

New in 2017!

We’re excited to announce that we’ve added sessions designed specifically to accelerate your personal career journey. Join the finance leaders at Adaptive Insights to hear about the changing role of CFO, and what capabilities and skills the next generation of finance leaders need to better influence business decisions and performance.

Don’t Get Left Behind: Career Skills You Should be Developing Today (PD02)

The career path for finance professionals is changing. Join us for a panel of finance leaders who will discuss career skills you’ll need to strengthen to thrive and grow in fast-changing business environments.

Move Beyond the Numbers: A View into a Board Meeting (PD04)

In this session , Jim Johnson, CFO of Adaptive Insights and a member of our board of directors, will discuss what makes a board presentation effective and what board members want to hear from the office of finance.

It’s a Great time to be in Finance: The Evolving CFO Role (PD01)

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Join Jim Johnson, CFO of Adaptive Insights, to learn how the role of today’s CFO is shifting and what you need to know to be a finance leader of tomorrow.

Increasing Collaboration Across Your Business: Getting Others Involved to Make You More Successful (PD03)

In a connected world, the finance office must also be connected: not just to the numbers but, more importantly, to the business and the leaders who run the business.

Earn 7 CPE Credits

Type: Group-Live | Level: Basic Adaptive Insights is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www. learningmarket.org. This course does not require prerequisites.

Adaptive Insights is the recognized leader in cloud corporate performance management (CPM). The company’s Adaptive Suite enables companies of all sizes to collaboratively plan and model, easily access real-time analytics, streamline complex financial reporting, and accelerate financial consolidation. With this best-practice active planning process, Adaptive Insights differentiates with easy, powerful, and fast software that empowers more than 3,300 customers in more than 50 countries to drive business success. Adaptive Insights is a privately held company with headquarters in Palo Alto, CA. To learn more, visit adaptiveinsights.com.